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Pultegroup

678 hedge funds and large institutions have $12.5B invested in Pultegroup in 2021 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 252 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $222M | Put options by funds: $133M

4% more capital invested

Capital invested by funds: $12B → $12.5B (+$470M)

0.31% more ownership

Funds ownership: 86.51%86.81% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 682678 (-4)

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

4% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 252

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
11.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
69
Increased
242
Reduced
252
Closed
70
Calls
$222M
Puts
$133M
Net Calls
+$88.9M
Net Calls Change
+$76.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
HIA
652
Harbor Investment Advisory
Maryland
$3K
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
$3K
KFP
654
KB Financial Partners
New Jersey
$3K
TFO
655
Tarbox Family Office
California
$3K
LWCFA
656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.19K +57 New
CFD
657
Creative Financial Designs
Indiana
$3K +$3.24K +58 New
SIM
658
Sonora Investment Management
Arizona
$3K +$3.52K +63 New
VCM
659
Versant Capital Management
Arizona
$2K -$3.86K -69 -71%
PWMG
660
Prestige Wealth Management Group
New Jersey
$2K
SFSIG
661
San Francisco Sentry Investment Group
California
$2K
WT
662
Washington Trust
Rhode Island
$2K
AWM
663
Accel Wealth Management
Iowa
$2K +$56 +1 +2%
LC
664
Lindbrook Capital
California
$2K +$2.4K +43 New
WAM
665
Wolverine Asset Management
Illinois
$2K +$2.52K +45 New
BCWM
666
Bartlett & Co Wealth Management
Ohio
$1.31K
CA
667
Crewe Advisors
Utah
$1K -$3.58K -64 -76%
AW
668
Avion Wealth
Texas
$1K
BC
669
Bartlett & Co
Ohio
$1K
FPS
670
Fieldpoint Private Securities
Connecticut
$1K
JFA
671
JNBA Financial Advisors
Minnesota
$1K
SIC
672
Salem Investment Counselors
North Carolina
$1K
BU
673
BBVA USA
Alabama
$1K +$1.12K +20 New
CWA
674
Clearview Wealth Advisors
Oregon
$1K +$1.12K +20 New
MCM
675
MV Capital Management
Maryland
$1K +$1.4K +25 New

PHM Hedge Fund Activity: Q2 2021 in Review

678 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2021, worth a combined $12.5B — up 3.9% from $12B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of PHM and 69 opened new positions — a net loss of 1 holder — while 252 trimmed existing stakes and 242 added.

The largest buyer was Fidelity Investments, adding an estimated $116M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $85.9M sold.

  • 678 institutional investors held Pultegroup (PHM) as of Q2 2021, down from 682 in Q1 2021.
  • Funds reported $12.5B of Pultegroup stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 69 funds opened new Pultegroup positions in Q2 2021 and 70 closed out, a net change of -1 holder.
  • The largest Pultegroup buyer in Q2 2021 was Fidelity Investments, an estimated $116M added.
  • The largest Pultegroup seller in Q2 2021 was Balyasny Asset Management, an estimated $85.9M sold.

Based on aggregated 13F filings for Q2 2021.